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Inactive 2+ Wks
Today's Schedule
Quick Session Note
Saved SecurelyRecent Activity
When a client pays for their first week, find them below and click Schedule Appointment. Enter the date, time, and paste your Google Meet link. The appointment card will appear automatically inside their portal — they just click Join Google Meet when it's time. No emailing needed.
All Scheduled Appointments
| Client | Date & Time | Type | Meet Link | Status | Action |
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Active Clients
| Client | Service | Treatment Progress | Next Session | Invoice | Status | Actions |
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Session Notes
Treatment Plan Tracker
Click a client to expand their full module-by-module treatment progress.
Client Payment Confirmations
Manual Module Unlock
Manually unlock a module for a client after verifying their Stripe payment (e.g. checked in your Stripe dashboard).
How to Upload & Add Videos
Go to studio.youtube.com, click Upload, choose your video file. Set visibility to Unlisted so only people with the link can watch.
After upload finishes, click Share on the video and copy the link. It will look like: https://youtu.be/xxxxxx
Click the purple + Add Video button below. Choose the week number, give it a title, paste the YouTube URL, set to Published, and click Save.
The video appears immediately in the client's Week N → Video tab and Video Library. No refresh or republish needed.
vimeo.com/xxxxxxx URL. For a personal touch, record a short Loom or iPhone video, upload to YouTube (Unlisted), and paste the link.
Weekly Session Videos
Client Exercise Responses
Exercise Responses
Reflection Journals
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Outstanding
All Invoices
| Invoice # | Client | Service | Date | Due Date | Amount | Status | Actions |
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Client Messages
Conversation
Select a conversationClient Progress
Progress Overview
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Agreements Signed
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Active Clients
Signed Agreements
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Clients Without Agreements
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